Ticino Wealth – Your Financial Advisors.

Call Us: (949) 427-8104

Send Mail: michael@ticinowealth.com

Privacy Notice

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Ticino Wealth Advisors respects your privacy and is committed to protecting your personal information. This Privacy Notice explains how we collect, use, disclose, and safeguard your information when you visit our website https://ticinowealth.com/ (the “Site”). Please read this notice carefully. By using our Site, you agree to the terms described here.

Information We Collect

We may collect the following types of information when you interact with our Site:
• Personal Information: such as your name, email address, phone number, or other details you voluntarily provide via contact forms or inquiries.
• Non-Personal Information: including browser type, IP address, device information, and usage data automatically collected through cookies or analytics tools.

How We Use Your Information

We use the information we collect for purposes such as:
• Responding to inquiries and providing our services
• Improving the functionality, security, and performance of our Site
• Sending you updates, newsletters, or marketing materials (if you opt-in)
• Complying with legal and regulatory obligations

Sharing of Information

We do not sell, rent, or trade your personal information. We may share your information only with:
• Service Providers who assist in operating our website or providing services
• Legal Authorities if required by law, regulation, or legal process

Cookies and Tracking Technologies

Our Site may use cookies and similar technologies to improve your browsing experience. You can adjust your browser settings to refuse cookies, though some features of the Site may not function properly.

Data Security

We implement reasonable technical and organizational measures to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Rights

Depending on your location, you may have rights regarding your personal information, such as:
• The right to access, update, or delete your data
• The right to opt out of marketing communications
• The right to restrict or object to data processing

To exercise these rights, please contact us at the email provided below.

Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

Updates to This Notice

We may update this Privacy Notice from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have any questions about this Privacy Notice or our data practices, please contact us:

Ticino Wealth Advisors
Email: retire@ticinowealth.com
Phone: (949) 427-8104

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Contact Us!

27201 Puerta Real, Suite #410, Mission Viejo, CA 92691

Call Us: (949) 427-8104

Mail: michael@ticinowealth.com

Mon – Fri: 7.00am – 16.00pm